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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,467 | $85,171-80.7% | $172,753-90.5% | $72,976-77.4% |
| Participation rate | 5.8% | 70.1%-64.3pp | 82.6%-76.8pp | 69.5%-63.7pp |
| Annual return | 14.04% | 27.32%-13.3pp | 803.00%-789.0pp | 81.02%-67.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $247 | $3,260-92.4% | $5,198-95.3% | $3,608-93.2% |
| Admin fee / account holder | $1,787 | $5,880-69.6% | $13,956-87.2% | $5,124-65.1% |